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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+6.05%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$172M
AUM Growth
+$7.96M
Cap. Flow
+$2.71M
Cap. Flow %
1.57%
Top 10 Hldgs %
10.22%
Holding
360
New
22
Increased
143
Reduced
34
Closed
23

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$749K
2
TUP
Tupperware Brands Corporation
TUP
+$714K
3
ELP
Companhia Paranaense de Energia (COPEL)
ELP
+$711K
4
CPB icon
Campbell Soup
CPB
+$707K
5
ACH
Accendra Health
ACH
+$691K

Top Sells

Rank Stock Value
1
BGC
General Cable Corporation
BGC
+$1.2M
2
ITGR icon
Integer Holdings
ITGR
+$927K
3
MOV icon
Movado Group
MOV
+$676K
4
LAYN
Layne Christensen Co
LAYN
+$536K
5
PAHC icon
Phibro Animal Health
PAHC
+$513K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 16.4%
2 Industrials 16.3%
3 Technology 11.8%
4 Materials 10.1%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WLK icon
126
Westlake Corp
WLK
$9.9B
$565K 0.33%
5,250
+250
+5% +$28K
GVA icon
127
Granite Construction
GVA
$5.62B
$559K 0.32%
+10,044
New +$568K
MAGN
128
Magnera Corp
MAGN
$460M
$555K 0.32%
2,181
– –
DINO icon
129
HF Sinclair
DINO
$14.5B
$541K 0.31%
7,900
– –
PPC icon
130
Pilgrim's Pride
PPC
$6.54B
$534K 0.31%
26,550
+1,300
+5% +$27.9K
CVS icon
131
CVS Health
CVS
$122B
$530K 0.31%
8,235
+30
+0.4% +$1.98K
HEES
132
DELISTED
H&E Equipment Services
HEES
$527K 0.31%
14,000
– –
WMT icon
133
Walmart Inc
WMT
$890B
$527K 0.31%
18,456
+168
+0.9% +$4.78K
GLW icon
134
Corning
GLW
$143B
$518K 0.3%
18,840
– –
DD icon
135
DuPont de Nemours
DD
$19.2B
$516K 0.3%
3,092
+302
+11% +$50.6K
IBM icon
136
IBM
IBM
$224B
$514K 0.3%
3,849
+685
+22% +$95.5K
OLN icon
137
Olin
OLN
$2.12B
$510K 0.3%
17,750
– –
KRA
138
DELISTED
Kraton Corporation
KRA
$505K 0.29%
10,950
– –
TRS icon
139
TriMas Corp
TRS
$1.44B
$498K 0.29%
16,925
– –
AMX icon
140
America Movil
AMX
$71.2B
$493K 0.29%
29,590
– –
PTEN icon
141
Patterson-UTI
PTEN
$3.76B
$492K 0.29%
27,325
+500
+2% +$10K
ARRS
142
DELISTED
ARRIS International plc Ordinary Shares
ARRS
$491K 0.28%
20,075
+500
+3% +$13.2K
HOUS
143
DELISTED
Anywhere Real Estate
HOUS
$490K 0.28%
21,507
+432
+2% +$10.8K
WSM icon
144
Williams-Sonoma
WSM
$29.6B
$489K 0.28%
15,932
-318
-2% -$8.51K
HSBC icon
145
HSBC
HSBC
$356B
$484K 0.28%
10,896
-60
-0.5% -$2.75K
STN icon
146
Stantec
STN
$8.39B
$480K 0.28%
18,700
+500
+3% +$12.7K
ERIC icon
147
Ericsson
ERIC
$33.3B
$471K 0.27%
61,425
+1,700
+3% +$12.4K
CNQ icon
148
Canadian Natural Resources
CNQ
$93.8B
$470K 0.27%
26,599
– –
SCG
149
DELISTED
Scana
SCG
$469K 0.27%
12,175
+75
+0.6% +$2.73K
TWI icon
150
Titan International
TWI
$475M
$468K 0.27%
43,650
– –
4 5
6
7 8

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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
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MCM
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FGAM
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Investors Research Corp's Q2 2018 Portfolio in Review

As of Q2 2018, Investors Research Corp held 360 positions worth $172M, up 4.8% from $164M the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Investors Research Corp's Q2 2018 filing shows 22 new, 143 increased, 34 reduced and 23 closed positions. Its largest new stake was ExxonMobil: 9,396 shares worth $777K. The largest sale was General Cable Corporation, an estimated $1.2M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, down from 17% a quarter earlier, followed by Industrials and Technology.

  • Investors Research Corp's largest Q2 2018 buy was ExxonMobil: 9,396 shares worth $777K.
  • Investors Research Corp added most to AT&T in Q2 2018, an estimated $398K increase.
  • Investors Research Corp's biggest Q2 2018 reduction was Apple, cutting an estimated $142K.
  • Investors Research Corp fully exited General Cable Corporation in Q2 2018, selling an estimated $1.2M.
  • Investors Research Corp's ten largest holdings make up 10% of its $172M portfolio in Q2 2018.
  • Investors Research Corp opened 22 new positions and closed 23 in Q2 2018.
  • Investors Research Corp's portfolio value rose 4.8% quarter-over-quarter to $172M.

Based on Investors Research Corp's 13F filing for Q2 2018, filed 10 Aug 2018.